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Genesis Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Genesis Wealth Advisors’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$5.55K Hold
175
– – ﹤0.01% 397
2015
Q1 		$5.33K Hold
175
– – ﹤0.01% 383
2014
Q4 		$5.36K Buy
+175
New +$4.93K ﹤0.01% 417

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return

Genesis Wealth Advisors's IYH Position: Q2 2015 in Review

Genesis Wealth Advisors held its iShares US Healthcare ETF (IYH) position steady in Q2 2015 at 175 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Genesis Wealth Advisors first reported a position in IYH in Q4 2014 and has held it in 3 quarters since. 196 funds tracked by Wall St. Rank hold IYH as of Q2 2015.

  • Genesis Wealth Advisors held 175 shares of iShares US Healthcare ETF worth $5.55K as of Q2 2015.
  • Genesis Wealth Advisors left its iShares US Healthcare ETF share count unchanged in Q2 2015.
  • iShares US Healthcare ETF made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #397 holding.
  • Genesis Wealth Advisors first reported a position in iShares US Healthcare ETF in Q4 2014 and has held it in 3 quarters since.
  • 196 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.